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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,975,747 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 28 · EIN 80-0877161 | Investment Management | $851,379 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $837,352 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $667,875 |
TA REALTY1+ years Service code 28 · EIN 26-3296603 | Investment Management | $645,320 |
CONSTITUTION CAPITAL PARTNERS1+ years Service code 28 · EIN 74-3246212 | Investment Management | $630,606 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Filed as: DRIEHAUS CAPITAL MGMT LLC Service code 28 · EIN 20-3634295 | Investment Management | $618,532 |
FIRST EAGLE1+ years Service code 28 · EIN 57-1156902 | Investment Management | $617,704 |
PAYDEN & RYGEL1+ years Service code 28 · EIN 95-4712619 | Investment Management | $589,243 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $565,665 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $115,507-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.8%-42.8pp | 4.2%-4.2pp |
| Annual return | -2.31% | 10.64%-13.0pp | 4.07%-6.4pp | 10.64%-13.0pp |
| Employer contribution / active EE | $2,994 | $11,561-74.1% | $45,149-93.4% | $11,561-74.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $92-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $203,571-100.0% | $312-100.0% |